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5 Questions to Ask a Financial Advisor

So you’re finally ready to take the plunge and retire, but first you need to hire a financial advisor to help you navigate this process. Choosing someone to manage your money is an important task that can be daunting. Wondering where to start? These five questions will help you determine if a potential advisor is right for you.

Retirement: A How-To

Many client families can walk into our office and can tell us precisely at what age they want to retire, and how much money they’re going to need to do so. Many people are confident about those two factors. However, when those statements end, that’s when the questions begin! These folks might know when and how much, but when pressed about what they’ll actually do in retirement, well, that’s when things start to fall apart.

How Long Will You Keep Working?

There’s a question I’m frequently asked by clients who are reaching a certain age, and I’m hearing it now especially from folks who aren’t sure about heading back into an office post-pandemic: How much longer should I work? Many folks are thinking differently about their daily working life after a year of working from home, or perhaps having to change jobs into something less fulfilling.

Spring (Re)Awakening

Over the last few weeks, I had the joy of taking my family on a trip (not to be confused with a vacation!) to Disney, where we rode every ride we could and were surrounded by more people than we’ve seen over the last year collectively. I actually felt some anxiety, as I was reminded of a Seattle Mariners game when I was a kid, where there were seas of people who never parted, except to reveal another throng of people. But, everyone had a good time and made good memories – just not all at the same time!

Tax Shock? You’re Welcome.

Spring has arrived and brought with it the second quarter of 2021, and as usual we’ll be communicating our thoughts this month to those of you who are in our Envestnet portfolios. Look for that soon. If you’re not an Envestnet client and you’d like my take on the state of things right now, click here to let me know and we’ll chat soon.

3 Money Lessons for Kids

With spring in full swing and summer just around the corner, many of us are making plans with our families and children for the warm months ahead, even if may of us will still be traveling less than normal.

Spring Updates

I don’t know about you, but my March Madness bracket has pretty much blown up. Shouldn’t we just go ahead and give it to Gongaza? Outside of picking Oral Roberts to win the opening round and Syracuse to make the Sweet 16, well, I crashed and burned. If yours is doing better and you have some sort of secret sauce, please, let me know. The Family Financial employee who’s currently winning our bracket pool picked the winners based on mascot.

Thoughts on Real Estate

In case you hadn’t noticed, real estate is all the rage right now. All the realtors you know who were broke from 2009-2012 are now living the lives of rock stars as the real estate market across the country has jumped almost 10 percent over last year, which is amazing considering we were in the midst of a pandemic.

Last-minute Tax Tips

It’s just about time to dive in and get your taxes done (or see if your accountant has a last-minute appointment!), so we wanted to take some time to give you a few last-minute tips for your 2020 taxes.

Do Old Allocation Rules Still Apply?

It seems we live in the best of times and the worst of times simultaneously, and from what I’m seeing on my social media feeds, people appear to be split on which one they think we’re in! Despite that, there’s still the age-old question about that rule of thumb that investors should hold a stock percentage of 100 minus their age.

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